-3.1%
AON vs NVDX
+772.1%
-775.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.7% |
| 7D | -6.3% | -10.2% | +3.9% | -6.5% |
| 30D | -14.1% | -7.3% | -6.8% | -14.2% |
| 3M | -9.5% | +5.5% | -15.0% | -9.2% |
| 6M | -4.0% | +18.3% | -22.3% | -3.4% |
| YTD | -13.8% | +11.4% | -25.2% | -13.3% |
| 1Y | -18.3% | +12.7% | -31.0% | -17.8% |
| All | -3.1% | +772.1% | -775.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling